Kari Jakobe

CPC, QPA, QKA

Principal and DC Administration Practice Leader

Eden Prairie, MN, US

Kari Jakobe is a principal and DC Administration practice leader for the Defined Contribution Services team in the Milliman Employee Benefits Administration Practice. She joined the firm in 2005. Kari coordinates the delivery of all aspects of defined contribution administration and plan compliance for plan sponsor clients and is responsible for coaching and mentoring team members.

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Experience

Kari has worked in the defined contribution field since 2000. Her experience includes all facets of administration, from consulting to processing. Kari’s expertise includes project management, workflow development, and team management.

She participates on several Milliman committees and subcommittees, overseeing the development of Milliman’s recordkeeping and ancillary systems.

Professional Designations

Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries (ASPPA)
Qualified Pension Administrator (QPA), ASPPA
Qualified 401(k) Administrator (QKA), ASPPA

Education

BA, Spanish, University of Minnesota, Minneapolis, MN

Affiliations

Member, American Society of Pension Professionals and Actuaries

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Publications

Read their latest work

Article

Addressing the need for lifetime income in a post-defined benefit plan world

04 December 2017 - by Kari Jakobe

This article summarizes some of the approaches commonly used by retirees to convert their lump-sum distribution into a lifetime of retirement income.

Article

A major change to correction procedures provides much needed relief for sponsors

20 April 2015 - by Kari Jakobe

Article

Auto enrollment: Two sides to every coin

29 April 2014 - by Kari Jakobe

Auto enrollment for retirement plans helps employees start to save and also benefits plan sponsors by helping them address participation and testing challenges—but plan sponsors face steep penalties for any errors in the auto enrollment process.

Kari Jakobe

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Experience

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Read their latest work

Addressing the need for lifetime income in a post-defined benefit plan world

A major change to correction procedures provides much needed relief for sponsors

Auto enrollment: Two sides to every coin

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Kari Jakobe

Experience

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